SU CASA FINANCIAL - Anaheim (CA)

Cary Jiang UPDATE: AVOID THIS "BANK" AT ALL COSTS. They keep your money in transfer for days to get free interests, in complete disregard for the inconvenience and financial damages it may cause you or the recipient, I submitted an international wire transfer. Called to confirm all the details. However the transfer has not gone through after more than a week despite their app saying "completed". The branch says they are unable to check the status so Ill have to call their customer service. Customer service says its still in "clearing" - havent even left the US yet. They have no set date for the completion. I ask to cancel the transfer. They agreed but then told me that it will take at least two days for them to review the cancellation request - and the reversal may or may not succeed!! According to them, I may also receive less than the original amount because of currency rate fluctuations, so they are essentially charging me the bid-ask spread for money they sat on for days. I am filing a complaint to CFPB and OCC. -- The branch and relationship manager is fine. HOWEVER for a simple transaction - be prepared to spend hours on the phone talking to their customer service center in India and their broken phone app.

Deb Monday, 09/15/2025, began as a horrible day! There were 3 fraud account(s) posted on my account, which left me in the negative. I was frustrated and upset because I did not think that this would get resolved immediately, amongst other issues. Clovis’s Branch Manager, Andrea West helped me, and saved me! She was wonderful! Although, it was confusing to me, she knew her stuff, and explained to me what she was doing every step of the way! Prior to her helping me, I was considering changing to another Credit Union. Andrea did a great job, and I would like to thank her for everything, and this is why I’m posting a review!

Adam Cheung Earl has helped manage my money for 5 years and I could not be happier. His attention to detail, thorough research and excellent communication are all great attributes but he also brings a very personal, grounded approach in the way he really gets to know you and your needs. He was very upfront in describing his approach to investing from our first meeting so as to set proper expectations. Hes not trying to chase the next big thing when he invests. He really digs into individual companies and takes a close look at their pros and cons before deciding if they offer value at a given point in time. In the coming decade, I think this will really bear even more fruit as we are likely facing a stagnant overall stock market where there will be winners, but definitely more losers and where the skill to pick individual stocks will really help Earl shine. Ive always been confident that first and foremost, Earl will protect my capital above all else. But he will also not hesitate to buy when the time and price is right. Its also important that someone has skin in the game and Earls own portfolio mirrors his clients to a large degree as well. In this industry, there are too many advisers and banks that lack accountability so this is much appreciated from my end and adds to the level of trust. All in all, Ive been very happy and impressed.